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Baldwin Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

Baldwin Wealth Partners’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,770
Closed -$122K – 758
2023
Q3 		$122K Hold
25,770
– – 0.01% 274
2023
Q2 		$134K Sell
25,770
-3,664
-12% -$17.3K 0.01% 282
2023
Q1 		$127K Sell
29,434
-2,689
-8% -$11.4K 0.01% 292
2022
Q4 		$133K Sell
32,123
-2,388
-7% -$10.9K 0.01% 280
2022
Q3 		$157K Hold
34,511
– – 0.02% 194
2022
Q2 		$130K Sell
34,511
-1,046
-3% -$4.64K 0.02% 228
2022
Q1 		$179K Sell
35,557
-3,586
-9% -$15.1K 0.02% 220
2021
Q4 		$130K Sell
39,143
-4,757
-11% -$17.1K 0.01% 236
2021
Q3 		$168K Buy
43,900
+6,323
+17% +$25.9K 0.02% 213
2021
Q2 		$164K Sell
37,577
-5,718
-13% -$23K 0.02% 218
2021
Q1 		$156K Buy
43,295
+1,831
+4% +$6.92K 0.02% 213
2020
Q4 		$184K Buy
41,464
+3,457
+9% +$12.9K 0.02% 183
2020
Q3 		$110K Buy
38,007
+13,255
+54% +$45K 0.02% 223
2020
Q2 		$84K Buy
24,752
+3,436
+16% +$11.1K 0.01% 238
2020
Q1 		$70K Buy
21,316
+3,704
+21% +$19K 0.01% 238
2019
Q4 		$117K Buy
17,612
+831
+5% +$5.21K 0.02% 220
2019
Q3 		$103K Buy
+16,781
New +$109K 0.02% 226

Other funds holding ITUB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baldwin Wealth Partners's ITUB Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Itaú Unibanco (ITUB) in Q4 2023, closing a stake of 25,770 shares — an estimated $122K sold.

Baldwin Wealth Partners first reported a position in ITUB in Q3 2019 and held it in 17 quarters. The position peaked at $184K in Q4 2020. 313 funds tracked by Wall St. Rank hold ITUB as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining Itaú Unibanco position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 25,770 Itaú Unibanco shares in Q4 2023, an estimated $122K.
  • Baldwin Wealth Partners first reported a position in Itaú Unibanco in Q3 2019 and held it in 17 quarters.
  • Baldwin Wealth Partners's Itaú Unibanco position peaked at $184K in Q4 2020.
  • 313 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.